How Our Move Is Like Finding a Financial Advisor

Heritage Financial Strategies now has a new office space - but you won't have to reprogram your GPS. We've just moved downstairs. We are now on the first floor of our building on South Gilbert Road. The move was a several-months long process, and Shanna Tingom and the team realized it's similar to finding a financial advisor. They needed to find the right fit for their needs. They then worked with a general contractor to find the labor, parts, and tools that were uniquely suited to what they wanted to accomplish - just like a financial advisor will help you find the best fit for your needs. Another thing the Heritage team learned - if a vendor seems like a bad fit - trust your gut. Shanna explains.